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RIAs

Compare RIAs.

Up to three firms side by side: assets, advisory staff and clients from every Form ADV filing since 2011, and the tech each one runs.

Similar in size to Cowdell Investments, LLC (swap one in):+ Stonecreek Wealth Advisors $79.8M · South Jordan, UT+ Pacific Crest Financial Advisors, LLC $79.8M · Everett, WA+ Seastrunk Financial Management, LLC $72.2M · Florence, SC+ Saint Louis Investment Advisors Inc $72.2M · Collinsville, IL
Lone Tree, CO
Emerson, NJ
Assets under management$76M$79.8M$72.2M
Asset growth, last 2 years–––
Advisory staff211
Individual clients408230430
Assets per client$186K$347K$168K
Clients per advisor204230430
Main custodian–––
Filing with the SEC since202620262026
Tools in their stack–1–
People on Advicer.bio411

From each firm's latest Form ADV (Oct 2026, Mar 2026, Feb 2026). Firms report assets once a year, so growth is their latest annual filing against the one two years before, including market gains and any acquisitions.

Firms update assets in their annual Form ADV filing, usually by the end of March.

Assets under management

Advisory staff

Individual clients

Tech stacks

0 tools in common. From the people at each firm on Advicer.bio, the firm's own page and its website. See firms with a stack like yours.

ToolCowdell Investments, LLCFoxstone FinancialTitan Financial Services, LLC
CRM
HubSpot–Uses it–